Kingswood Wealth Advisors, LLC Ubs Ag Put Options Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding BDCZ

# of Institutions

13

Shares Held

140K

Call Options Held

0

Put Options Held

0

Eudaimonia Partners, LLC Winchester, TN

46.6K
Shares

$877,459
0.22% of portfolio
Eudaimonia Advisors LLC Winchester, TN

34.7K
Shares

$653,457
0.36% of portfolio
Creative One Wealth, LLC Overland Park, KS

23.3K
Shares

$438,738
0.02% of portfolio
Lindbrook Capital, LLC

4K
Shares

$75,320
0.01% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

2.23K
Shares

$42,028
0.0% of portfolio

About UBS AG

Ticker BDCZ
Exchange NYSE
Sector ETFs
Industry ETFs

More about BDCZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.